INPFX vs. FWATX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and Fidelity Advisor Multi-Asset Income Fund Class A (FWATX).
INPFX is managed by American Funds. It was launched on May 18, 2012. FWATX is managed by Fidelity. It was launched on Sep 9, 2015.
Performance
INPFX vs. FWATX - Performance Comparison
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INPFX vs. FWATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | -1.32% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
FWATX Fidelity Advisor Multi-Asset Income Fund Class A | 0.21% | 13.85% | 9.33% | 11.46% | -13.86% | 17.12% | 16.27% | 22.85% | -3.25% | 5.95% |
Returns By Period
In the year-to-date period, INPFX achieves a -1.32% return, which is significantly lower than FWATX's 0.21% return. Over the past 10 years, INPFX has underperformed FWATX with an annualized return of 6.84%, while FWATX has yielded a comparatively higher 8.41% annualized return.
INPFX
- 1D
- 0.07%
- 1M
- -5.13%
- YTD
- -1.32%
- 6M
- 0.78%
- 1Y
- 9.95%
- 3Y*
- 9.75%
- 5Y*
- 5.98%
- 10Y*
- 6.84%
FWATX
- 1D
- -0.39%
- 1M
- -6.19%
- YTD
- 0.21%
- 6M
- 0.10%
- 1Y
- 16.43%
- 3Y*
- 9.37%
- 5Y*
- 5.63%
- 10Y*
- 8.41%
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INPFX vs. FWATX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is lower than FWATX's 1.05% expense ratio.
Return for Risk
INPFX vs. FWATX — Risk / Return Rank
INPFX
FWATX
INPFX vs. FWATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and Fidelity Advisor Multi-Asset Income Fund Class A (FWATX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| INPFX | FWATX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.43 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.96 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.03 | -0.48 |
Martin ratioReturn relative to average drawdown | 6.91 | 7.64 | -0.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INPFX | FWATX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.43 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.58 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.86 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.86 | +0.02 |
Correlation
The correlation between INPFX and FWATX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
INPFX vs. FWATX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 5.61%, more than FWATX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.61% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
FWATX Fidelity Advisor Multi-Asset Income Fund Class A | 3.27% | 3.53% | 3.28% | 3.97% | 3.52% | 2.73% | 3.18% | 2.60% | 2.71% | 3.09% | 8.02% | 0.00% |
Drawdowns
INPFX vs. FWATX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, roughly equal to the maximum FWATX drawdown of -21.66%. Use the drawdown chart below to compare losses from any high point for INPFX and FWATX.
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Drawdown Indicators
| INPFX | FWATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.31% | -21.66% | +0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -6.25% | -7.88% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | -18.29% | +2.92% |
Max Drawdown (10Y)Largest decline over 10 years | -21.31% | -21.66% | +0.35% |
Current DrawdownCurrent decline from peak | -5.13% | -6.48% | +1.35% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -3.52% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 2.09% | -0.69% |
Volatility
INPFX vs. FWATX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 2.46%, while Fidelity Advisor Multi-Asset Income Fund Class A (FWATX) has a volatility of 3.93%. This indicates that INPFX experiences smaller price fluctuations and is considered to be less risky than FWATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INPFX | FWATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 3.93% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 4.38% | 7.94% | -3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 11.82% | -4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.48% | 9.77% | -2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.34% | 9.78% | -1.44% |